Geode Capital Management
MBLY icon

Geode Capital Management’s Mobileye MBLY Stock Holding History

Geode Capital Management’s Portfolio MBLY Stock Details MBLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$21.5M Buy
2,219,375
+40,670
+2% +$362K ﹤0.01% 2117
2026
Q1 		$15M Buy
2,178,705
+72,160
+3% +$654K ﹤0.01% 2157
2025
Q4 		$22M Buy
2,106,545
+77,592
+4% +$969K ﹤0.01% 1950
2025
Q3 		$28.7M Buy
2,028,953
+760,504
+60% +$11.3M ﹤0.01% 1819
2025
Q2 		$22.8M Buy
1,268,449
+5,340
+0.4% +$81.6K ﹤0.01% 1892
2025
Q1 		$18.2M Buy
1,263,109
+83,458
+7% +$1.36M ﹤0.01% 1948
2024
Q4 		$23.5M Sell
1,179,651
-251,674
-18% -$3.96M ﹤0.01% 1892
2024
Q3 		$19.6M Buy
1,431,325
+279,082
+24% +$4.89M ﹤0.01% 1985
2024
Q2 		$32.4M Buy
1,152,243
+69,060
+6% +$2M ﹤0.01% 1650
2024
Q1 		$34.8M Buy
1,083,183
+206,266
+24% +$5.86M ﹤0.01% 1593
2023
Q4 		$38M Buy
876,917
+35,785
+4% +$1.41M ﹤0.01% 1511
2023
Q3 		$35M Buy
841,132
+68,361
+9% +$2.63M ﹤0.01% 1472
2023
Q2 		$29.7M Buy
772,771
+328,192
+74% +$13.3M ﹤0.01% 1596
2023
Q1 		$19.2M Buy
444,579
+13,515
+3% +$529K ﹤0.01% 1833
2022
Q4 		$15.1M Buy
+431,064
New +$13.1M ﹤0.01% 1961

Other funds holding MBLY

IC
Intel Corp Santa Clara, California $621M AUM 34.06% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geode Capital Management's MBLY Position: Q2 2026 in Review

Geode Capital Management increased its Mobileye (MBLY) stake by 1.9% in Q2 2026, buying an estimated $362K and bringing the position to 2,219,375 shares worth $21.5M. The position accounts for ﹤0.01% of the portfolio, ranked #2117.

Geode Capital Management first reported a position in MBLY in Q4 2022 and has held it in 15 quarters since. The position peaked at $38M in Q4 2023. 294 funds tracked by Wall St. Rank hold MBLY as of Q2 2026.

  • Geode Capital Management held 2,219,375 shares of Mobileye worth $21.5M as of Q2 2026.
  • Geode Capital Management bought 40,670 Mobileye shares in Q2 2026, an estimated $362K.
  • Mobileye made up ﹤0.01% of Geode Capital Management's portfolio in Q2 2026, its #2117 holding.
  • Geode Capital Management first reported a position in Mobileye in Q4 2022 and has held it in 15 quarters since.
  • Geode Capital Management's Mobileye position peaked at $38M in Q4 2023.
  • 294 funds tracked by Wall St. Rank held Mobileye as of Q2 2026.

Based on Geode Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.